EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$803M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.66M
3
+$7.02M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.75M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.71M

Top Sells

1
+$4.86M
2
+$4.55M
3
+$1.69M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.04M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$773K

Sector Composition

1 Technology 10.14%
2 Financials 6.6%
3 Consumer Discretionary 6.3%
4 Industrials 4.31%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$944 ﹤0.01%
13
-576
2127
$935 ﹤0.01%
4
2128
$930 ﹤0.01%
47
2129
$926 ﹤0.01%
26
+11
2130
$919 ﹤0.01%
10
2131
$914 ﹤0.01%
40
2132
$908 ﹤0.01%
+48
2133
$907 ﹤0.01%
135
2134
$906 ﹤0.01%
16
-4,114
2135
$895 ﹤0.01%
+37
2136
$887 ﹤0.01%
10
2137
$886 ﹤0.01%
57
2138
$883 ﹤0.01%
33
2139
$880 ﹤0.01%
15
2140
$877 ﹤0.01%
59
2141
$874 ﹤0.01%
28
-75
2142
$869 ﹤0.01%
+15
2143
$864 ﹤0.01%
+338
2144
$858 ﹤0.01%
+119
2145
$855 ﹤0.01%
40
-238
2146
$854 ﹤0.01%
+4
2147
$852 ﹤0.01%
+112
2148
$844 ﹤0.01%
+6
2149
$835 ﹤0.01%
43
2150
$834 ﹤0.01%
100
-1,855
84 85
86
87 88